Ferguson Wellman Capital Management, Inc Portfolio Stock Holdings

Ferguson Wellman Capital Management, Inc disclosed 442 stock positions valued at approximately $8.2 billion in its latest SEC 13F filing. The largest holdings include Alphabet Inc Class A, iShares MSCI ACWI ex-US Index, and Apple Inc. The filing reflects positions held as of June 30, 2026 and was filed on July 23, 2026.

Report Period
June 30, 2026
No. of Stocks
442
Portfolio Value
$8.2B
Holdings by Sector
Ferguson Wellman Capital Management, Inc Portfolio Holdings in Q2 2026

377 holdings in the latest reporting period.

Page 1 of 4
CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
Alphabet Inc Class AGOOGLCommunication Services5.33%1,221,460+10,987+0.91%$436,513,230
iShares MSCI ACWI ex-US Index ACWXOther5.11%5,496,301-4,906-0.09%$418,323,483
Apple IncAAPLTechnology4.90%1,387,665+23,100+1.69%$401,534,754
NvidiaNVDATechnology4.81%1,970,971+95,348+5.08%$394,371,490
MicrosoftMSFTTechnology4.26%934,736+26,355+2.90%$348,675,186
Broadcom LTDAVGOTechnology3.26%707,464+6,399+0.91%$267,244,358
JPMorgan Chase and CompanyJPMFinancial Services2.91%728,201-20,684-2.76%$238,362,112
Cisco SystemsCSCOTechnology2.24%1,562,228-4,516-0.29%$183,499,279
Amazon.comAMZNConsumer Cyclical2.17%745,418+11,190+1.52%$177,662,890
iShares Core US Aggregate BondAGGOther2.10%1,741,645+41,270+2.43%$172,388,024
AbbVie IncABBVHealthcare2.02%656,778+6,367+0.98%$165,271,652
iShares Core S&P 500 ETFIVVOther2.01%219,648+9,735+4.64%$164,492,405
Chevron CorpCVXEnergy1.83%905,931+4,426+0.49%$150,167,184
iShares Barclays MBS Fixed-RatMBBOther1.78%1,544,469+82,276+5.63%$145,983,235
State StreetSTTFinancial Services1.67%809,023-201,223-19.92%$137,210,301
Procter And GamblePGConsumer Defensive1.59%889,377-13,115-1.45%$130,418,260
Visa IncVFinancial Services1.51%360,504+4,249+1.19%$123,685,169
American Electric PowerAEPUtilities1.51%903,792+2,740+0.30%$123,647,784
EntergyETRUtilities1.49%1,059,996-351,151-24.88%$121,751,141
Johnson & JohnsonJNJHealthcare1.47%472,770-467,342-49.71%$120,069,326
Parker HannifinPHIndustrials1.41%118,495-7,287-5.79%$115,902,330
Micron TechnologyMUTechnology1.36%96,572-13,315-12.12%$111,472,176
Home DepotHDConsumer Cyclical1.11%258,640-726-0.28%$91,217,200
AmgenAMGNHealthcare1.09%247,072-72,166-22.61%$89,469,653
Philip Morris International InPMConsumer Defensive1.05%476,411-6,237-1.29%$86,187,432
Wells FargoWFCFinancial Services0.98%974,537-3,775-0.39%$80,535,707
Wal Mart StoresWMTConsumer Defensive0.98%709,760-244,149-25.59%$80,387,393
iShares Russell 2000 ETFIWMOther0.98%267,097-2,903-1.08%$80,249,171
Palo Alto Networks IncPANWTechnology0.94%226,065+28,536+14.45%$77,092,686
TJX CompaniesTJXConsumer Cyclical0.89%480,461+5,862+1.24%$72,789,841
Cummins IncCMIIndustrials0.87%99,511+99,511+100.00%$70,972,240
Taiwan Semiconductor SP ADRTSMTechnology0.82%140,330+396+0.28%$67,017,398
Schwab (Charles)SCHWFinancial Services0.76%671,779+282,418+72.53%$61,985,085
Morgan StanleyMSFinancial Services0.74%290,294-34,527-10.63%$60,683,115
Cencora Formerly AmerisourceBeCORHealthcare0.74%214,235+2,165+1.02%$60,624,220
StrykerSYKHealthcare0.72%186,935+2,180+1.18%$58,854,615
iShares Core MSCI Emerging MarIEMGOther0.72%709,590+2,097+0.30%$58,782,467
Freeport-McMoran CopperFCXBasic Materials0.72%933,717+497,349+113.97%$58,721,462
Analog DevicesADITechnology0.67%138,288+22,424+19.35%$54,923,845
MerckMRKHealthcare0.59%376,644-9,312-2.41%$48,398,753
Avalonbay CommunitiesAVBReal Estate0.57%247,561-2,993-1.19%$46,712,285
American Intl GroupAIGFinancial Services0.57%622,343-2,967-0.47%$46,383,233
International Business MachineIBMTechnology0.51%149,003-4-0.00%$41,901,134
Sumitomo Mitsui Financial GrouSMFGFinancial Services0.49%1,709,700-1,755-0.10%$40,314,726
Texas InstrumentsTXNTechnology0.49%134,689+49,856+58.77%$40,146,750
iShares Core S&P Sm Cap ETFIJROther0.48%263,902+1,575+0.60%$39,139,315
Thermo Fisher ScientificTMOHealthcare0.48%77,629+55,274+247.26%$38,920,075
Emerson ElectricEMRIndustrials0.47%270,768+47,445+21.25%$38,760,416
AppLovin Corp Class AAPPTechnology0.42%67,092+1,948+2.99%$34,567,811
Siemens AG ADRSIEGYIndustrials0.41%210,670+655+0.31%$33,898,910
Berkshire Hathaway Class BBRK-BFinancial Services0.41%67,305-680-1.00%$33,678,914
Meta Platforms Inc.METACommunication Services0.40%58,857-297-0.50%$33,153,715
AT & TTCommunication Services0.40%1,564,597-30,951-1.94%$32,387,149
Barclays PLC ADRBCSFinancial Services0.39%1,180,408+12,899+1.10%$31,705,759
CRH PLC - Spons ADRCRHOther0.38%289,581+1,307+0.45%$30,985,167
East West Bancorp IncEWBCFinancial Services0.37%236,785-3,098-1.29%$30,566,582
Novartis AGNVSHealthcare0.35%182,260-96-0.05%$28,563,787
Alphabet Inc Class CGOOGCommunication Services0.35%80,108-1,614-1.97%$28,304,559
McDonaldsMCDConsumer Cyclical0.32%96,953-1,016-1.04%$26,207,398
NRG Energy IncNRGUtilities0.32%177,514+7,652+4.50%$25,927,695
Eli LillyLLYHealthcare0.31%21,322+206+0.98%$25,574,288
Industrial Select Sector SPDRXLIOther0.30%132,696-9,545-6.71%$24,579,280
Domino's PizzaDPZConsumer Cyclical0.30%82,205+82,195+821950.00%$24,335,968
Sony Corp ADRSONYTechnology0.28%1,153,323-2,870-0.25%$23,135,659
Verizon CommunicationsVZCommunication Services0.28%544,261-9,589-1.73%$23,044,023
BHP Billiton Ltd-Sponsored ADRBHPBasic Materials0.26%258,419+2,835+1.11%$21,528,887
CaterpillarCATIndustrials0.26%20,146+174+0.87%$21,453,358
AXA-UAP Spons ADRAXAHYFinancial Services0.26%425,083-2,315-0.54%$21,356,170
McKessonMCKHealthcare0.26%28,236+935+3.42%$21,335,141
National Grid Plc SANGGUtilities0.26%255,077+3,575+1.42%$21,138,231
Canadian Natural ResourcesCNQEnergy0.23%486,569-106-0.02%$19,219,475
VanEck Semiconductor ETFSMHOther0.23%29,167-340-1.15%$19,130,344
AAONAAONIndustrials0.23%150,136-15,895-9.57%$19,046,253
Ameriprise FinancialAMPFinancial Services0.23%41,476-938-2.21%$19,027,530
Southern CopperSCCOBasic Materials0.22%101,514+60,617+148.22%$17,689,912
SPDR S&P 500 ETF TrustSPYOther0.21%23,364+1,321+5.99%$17,447,808
iShares ESG U.S. Aggregate BonEAGGOther0.21%367,233+7,050+1.96%$17,410,517
Lockheed MartinLMTIndustrials0.21%33,559-1,146-3.30%$17,096,968
iShares U.S. Aerospace & DefenITAOther0.20%66,008-671-1.01%$16,001,580
iShares MSCI EM ESG Optimized ESGEOther0.19%281,749-1,526-0.54%$15,408,853
CrowdStrike Holdings Inc.CRWDTechnology0.19%20,072-221-1.09%$15,317,746
Vanguard FTSE Emerging Market VWOOther0.18%251,642-10,997-4.19%$15,020,523
MetLifeMETFinancial Services0.18%172,664-4,755-2.68%$14,609,143
Vanguard FTSE Developed MarketVEAOther0.17%199,518-6,544-3.18%$14,215,634
iShares U.S. Financial ServiceIYGOther0.16%148,491--$13,433,981
iShares Intermediate Govt/CredGVIOther0.15%116,370+1,917+1.67%$12,346,275
United Parcel Service CL BUPSIndustrials0.15%112,529+10,417+10.20%$12,096,867
Union PacificUNPIndustrials0.14%43,171-844-1.92%$11,742,512
Vanguard Total Stock Market ETVTIOther0.14%31,329+459+1.49%$11,592,849
Applied MaterialsAMATTechnology0.14%15,894+46+0.29%$11,491,362
Invesco QQQ TrustQQQOther0.13%14,377-47-0.33%$10,587,136
iShares U.S. Industrials ETFIYJOther0.13%61,910-3,075-4.73%$10,317,301
Arthur J. Gallagher & CoAJGFinancial Services0.12%44,277-3,845-7.99%$10,164,579
UnitedHealth GroupUNHHealthcare0.11%22,200-2,351-9.58%$9,227,188
Tesla MotorsTSLAConsumer Cyclical0.11%21,478-3,183-12.91%$9,033,647
Medtronic PLCMDTOther0.11%114,782-4,184-3.52%$8,979,396
Automatic Data ProcessingADPTechnology0.10%36,156+578+1.62%$8,097,136
Mastercard Cl AMAFinancial Services0.09%14,606-23-0.16%$7,501,655
iShares Core S&P Total US StocITOTOther0.09%43,899--$7,211,289
AllstateALLFinancial Services0.09%29,553-410-1.37%$7,031,841